Revenue segments as reported by the company.

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Investments

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Asset management

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Compensation and benefits

Brokerage, clearing and exchange fees

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Marketing and business development

Provision for credit losses

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Operating Expenses

Year over year growth in Revenue and Operating Expenses.

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Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Morgan Stanley

Smith Barney (now know as Morgan Stanley Wealth Management), is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On January 13, 2009, Morgan Stanley and Citigroup announced that Citigroup would sell 51% of Smith Barney to Morgan Stanley, creating Morgan Stanley Smith Barney, which was formerly a division of Citi Global Wealth Management. The combined brokerage house has 17,649 financial advisors and manages $2 trillion in client assets.

Smith Barney

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

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Morgan Stanley reports resilient performance amidst macro challenges and growth opportunities

Morgan Stanley's Q4 performance showcased resilience and growth in key segments. Challenges in Institutional Securities and asset trends in Wealth Management require attention. Opportunities lie in NII expansion, market rebound, and growth strategies.

Morgan Stanley excels in Q1 2023, eyes growth amid challenges

Morgan Stanley's Q1 2023 demonstrated financial resilience and strategic foresight amidst industry challenges, with a focus on capital strength and client trust.
While facing challenges in NII stability and cost management, the firm is well-positioned to leverage market opportunities and navigate uncertainties effectively.
Strategic initiatives around expense management, growth, and acquisitions signal a proactive approach to driving sustainable performance and shareholder value.

Morgan Stanley reports resilient Q2 performance amidst market challenges

Morgan Stanley navigated challenges with market improvements in Q2.
Strong performance in Wealth Management with record revenues and net new assets.
Clear CEO succession plan and focus on customization products for growth.
Challenges in Institutional and Investment Management revenues addressed.

Morgan Stanley reports robust Q3 earnings, eyes global expansion opportunities

Morgan Stanley's Q3 performance showcased strength in Wealth and Investment Management, despite challenges in NII and market environment.
The company's successful E*TRADE integration and strong capital position position it well for growth and shareholder returns.
Opportunities lie in technology investments, global expansion, and strategic M&A, while challenges include NII decline and market rate impacts.
Overall, Morgan Stanley's performance reflects resilience and strategic focus amidst a dynamic financial landscape.

Morgan Stanley reports strong 2023 earnings, eyes growth opportunities

Morgan Stanley's transformation over 15 years has led to robust financial performance, particularly in Wealth and Investment Management. Despite challenges in Institutional Securities, the firm remains optimistic for 2024, focusing on organic growth and efficiency.

Morgan Stanley excels in Q1 2024 earnings, eyes growth opportunities

Morgan Stanley's Q1 2024 earnings call highlighted strong financial performance, particularly in Wealth and Investment Management. The firm faces challenges in maintaining fixed income revenues and managing tax rates but sees opportunities in expanding client assets and profitability.

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Morgan Stanley CEO Ted Pick on Thursday expressed optimism about the stock market, saying that the U.S. economy will continue to outperform next year. While he also said that the market may falls sometimes, the overall momentum seems to point to a better 2025.

Morgan Stanley CEO is bullish on stocks, says the U.S. economy is 'outperforming'

NEW YORK--(BUSINESS WIRE)--Morgan Stanley today declared a regular dividend on the outstanding shares of each of the following preferred stock issues: Floating Rate Non-Cumulative Preferred Stock, Series A - $358.35 per share (equivalent to $0.358347 per Depositary Share) 10 Percent Non-Cumulative Non-Voting Perpetual Preferred Stock, Series C - $25.00 per share Fixed-to-Floating Rate Non-Cumulative Preferred Stock, Series E - $455.21 per share (equivalent to $0.455208 per Depositary Share) Fix.

Morgan Stanley Declares Dividends on Its Preferred Stock

Goldman Sachs

Goldman Sachs and Morgan Stanley are two of the largest investment banks, excelling in Wealth Management, M&A, Trading, and Brokerage. Despite frequent comparisons, the banks have distinct differences in their business plans, priorities, and strategic visions. GS has an incredible IB division, but MS's better ROE in wealth management and more well-balanced business segments should deliver shareholder outperformance in the long run.

Goldman Sachs Vs. Morgan Stanley: Which Big Bank Is The Better Buy?

Bank of America

Bank of New York Mellon

Citigroup

Wells Fargo

Bridgewater Associates added shares of big banks to its portfolio in the third quarter, securities filings showed, ahead of a rally that followed Donald Trump's victory in the U.S. presidential election.

Bridgewater increased bets on banks before election-driven rally, filing shows

Does Morgan Stanley (MS) have what it takes to be a top stock pick for momentum investors? Let's find out.

What Makes Morgan Stanley (MS) a Strong Momentum Stock: Buy Now?

All Financial Advisors Who Lost Their Deferred Compensation Should Immediately Contact the Law Firm of KlaymanToskes NEW YORK, NY / ACCESSWIRE / November 12, 2024 / National investment loss and securities lawyers KlaymanToskes issues an important notice to former Morgan Stanley (NYSE:MS) , Merrill Lynch (NYSE:BAC) , and all other financial advisors following a federal court decision reaffirming protections for advisors under the Employee Retirement Income Security Act (ERISA). All brokers/investment advisors who have suffered deferred compensation damages in excess of $100,000 should contact KlaymanToskes immediately at 888-997-9956.

Important Notice to Former Morgan Stanley, Merrill, And All Other Advisors: Federal Court Upholds ERISA Protections in Deferred Compensation Disputes

Recently, Zacks.com users have been paying close attention to Morgan Stanley (MS). This makes it worthwhile to examine what the stock has in store.

Morgan Stanley (MS) is Attracting Investor Attention: Here is What You Should Know

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Chasing yields above 10% is risky. 8-10% yields offer a sweet spot when combined with stable cash flows and strong balance sheets. I share three of these stocks that I really like right now.

8-10% Dividend Yields: If I Could Only Buy 3 In November 2024

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After Donald Trump's decisive win in the 2024 U.S. presidential election, Wall Street reacted strongly, particularly in the financial sector. The Financial Select Sector SPDR Fund XLF rose 4.84%, while the Vanguard Financials Index Fund ETF VFH gained 5.33% in early Wednesday trading.

Trump Victory Sends Bank Stocks Higher, Leading S&P 500 On Regulatory Hopes

Morgan Stanley has won final approval to launch a futures business in China via a newly established unit, becoming the second major U.S. entrant in the derivatives market of the world's second-largest economy.

China gives Morgan Stanley approval to launch local futures unit

Morgan Stanley (MS) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Morgan Stanley (MS) Is a Trending Stock: Facts to Know Before Betting on It

A trader selling this spread would receive $100 in option premium and would have a maximum risk of $400. The post Morgan Stanley Option Trade Offers 25% Return On Risk, If You're Winning To Wait appeared first on Investor's Business Daily.

Morgan Stanley Option Trade Offers 25% Return On Risk, If You're Winning To Wait

Morgan Stanley is introducing a new portfolio for investors tied to the most prominent sports leagues. It will target high net worth sports fans and will carry a minimum investment of $250,000.

Morgan Stanley is launching an investing index tied to sports teams

Raymond James

Revival of the IB business on the back of clarity on the macroeconomic backdrop and solid trading performance will support the Zacks Investment Bank industry players like Morgan Stanley (MS), Goldman (GS) and Raymond James (RJF).

3 Investment Banks to Buy on the Revival of Capital Markets

The financial sector has remained resilient, with the Financial Select Sector SPDR Fund NYSE: XLF recently breaking out to new 52-week highs after consolidating for a month. Strong earnings at the start of the earnings season from major players such as JPMorgan Chase, Wells Fargo, and BlackRock initially fueled this rally, reinforcing bullish sentiment.

Financial Stocks Holding Firm Near Highs: 2 Key Players to Watch

The days of easy money and zero interest rates are firmly in the past, Morgan Stanley CEO Ted Pick said, speaking at a panel of finance CEOs in Riyadh on Tuesday. "The end of financial repression, of zero interest rates and zero inflation, that era is over," Pick said.

Morgan Stanley CEO says the era of zero interest rates and inflation 'is over'

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) announced today that it has won two Industry Awards from the Money Management Institute (MMI) and Barron's. The awards include a Wealth Manager Platform of The Year Award for The Morgan Stanley Wealth Management (MSWM) Select UMA Platform and a Distribution Excellence award for Morgan Stanley's Field Engagement Initiative. “These awards demonstrate our dedication to continuously enhancing the experience for clients and Financial Advisors, and.

Morgan Stanley Wins Two 2024 Money Management Institute (MMI)/Barron's Industry Awards

Morgan Stanley has lowered its expectations for cutting emissions from its corporate lending portfolio as the world is moving too slowly to a greener economy, the bank's chief sustainability officer told Reuters.

Morgan Stanley lowers climate target, warns on sluggish transition

Morgan Stanley (MS) stock has been firing on all cylinders this year, helped by the strength of its franchise amid challenges in its key markets. It has risen in the past six consecutive weeks, moving to a record high of $120, giving it a market cap of over $194 billion.

Morgan Stanley stock sits at record high: buy, sell, or hold?

Pick took the reins at the start of this year after winning the race to succeed longtime CEO Gorman.

Morgan Stanley follows other Wall Street giants in giving CEO the chairman role

Morgan Stanley said on Thursday CEO Ted Pick would be its next chair succeeding James Gorman, who has been tapped to head the board at Walt Disney after he steps down as executive chair of the Wall Street titan at the end of the year.

Morgan Stanley names CEO Ted Pick its chair

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) today announced that Chief Executive Officer Edward (Ted) Pick was elected by the Board of Directors to the additional position of Chairman, effective January 1, 2025. James Gorman will step down as Chairman and leave the Board as expected at the end of 2024. Mr. Gorman will also retire from employment at Morgan Stanley and be named Chairman Emeritus at that time. CEO and Chairman-elect Ted Pick said, “Under James' extraordinary leadership ov.

Morgan Stanley Announces Ted Pick to Become Chairman on January 1, 2025

Here's Why Morgan Stanley (MS) is a Great Momentum Stock to Buy

Morgan Stanley is expanding the use of OpenAI-powered generative AI tools to its vaunted investment banking and trading division, CNBC has learned. The firm began testing a version of an AI assistant based on OpenAI's ChatGPT, called AskResearchGPT, this summer in its institutional securities group, according to Katy Huberty, Morgan Stanley's global director of research.

AI on the trading floor: Morgan Stanley expands OpenAI-powered chatbot tools to Wall Street division

NEW YORK--(BUSINESS WIRE)--Morgan Stanley (NYSE: MS) has scheduled conference calls to discuss its fourth quarter and full-year 2024, first quarter, second quarter and third quarter 2025 financial results on the following dates: Fourth Quarter and Full-Year 2024 – Thursday, January 16, 2025 at 8:30 a.m. (ET) First Quarter 2025 – Friday, April 11, 2025 at 9:30 a.m. (ET) Second Quarter 2025 – Wednesday, July 16, 2025 at 8:30 a.m. (ET) Third Quarter 2025 – Wednesday, October 15, 2025 at 9:30 a.m.

News for Morgan Stanley Stock (MS)